Use the high-level task list in this section to install the Cisco Unity Connection 8.x system correctly, without a Connection cluster. The tasks reference detailed instructions in the Installation Guide for Cisco Unity Connection and in other Cisco Unity Connection documentation as noted. Follow the documentation for a successful installation.

Note If you are installing Connection 8.5 or later as part of Cisco Unified Communications Manager Business Edition 6000, all content in the Connection 8.x documentation set applies to Business Edition 6000 except the following:

•Content that references Connection version 8.0 only.

•Content that references Cisco Unified Communications Manager Business Edition only. (The content applies only to Business Edition version 8.0 and to Business Edition 5000 versions 8.5 and later.)

The task list leads you through the complete installation of the Cisco Unity Connection system—from installing and configuring the Connection server; to populating the Connection system with user and call management data; to setting up optional features, such as using IMAP clients to access voice messages; to backing up Connection data.

If you are using networking to connect multiple Connection servers, do the tasks in Part 1 and Parts 3 through 5 on all of the servers first, then continue with Part 6 and the remainder of the list. (You need to do the tasks in Part 2 only once.)

Some of the tasks apply only to specific situations, and are noted as such. If a task does not apply to your situation, skip it.

3. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only): In the Cisco Unity Connection 8.x Supported Platforms List, in the table of virtualization specifications, determine which VMware configuration you want to deploy on the Connection server, based on the maximum number of ports and the maximum number of users. Then make note of the VMware OVA template that corresponds with that configuration. The document is available at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.html.

4. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only)—optional: Download the VMware OVA template that you identified in Task 3. See the "Installing Cisco Unity Connection for the First Time on a Virtual Machine" section in the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

You can also manually configure virtualization; if you prefer that option, you do not need the OVA template.

Note Information on downloading a VMware OVA template appears in the Release Notes for Cisco Unity Connection for versions 8.0(2) and later.

6. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only) and you downloaded the VMware OVA template in Task 4.: Deploy the template, which creates a virtual machine and configures it.

If you are installing Connection on a virtual machine and you did not download the VMware OVA template in Task 4.: Create a virtual machine for the Connection server, and configure the virtual machine hardware properties to match the settings in the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

8. If you are installing Connection on a virtual machine (Connection 8.0(2) and later only): In the VMware vSphere Client, configure the virtual disks that are assigned to the Connection virtual machine in independent-persistent mode. This provides the best storage performance.

9. If you are installing Connection on a virtual machine:Be aware that when you mount an ISO file through the VM console, VMware does not eject the disc at the end of the install process.

14. If you installed additional languages and you want the Cisco Personal Communications Assistant to be localized: Download and install the corresponding Cisco Unified Communications Manager locales. See the "Locale Installation" section in the "Software Upgrades" chapter of the Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

b. Use the phone to sign in to Connection as the test user, record a name, and set a phone password. Hang up.

c. Call Connection and sign in as the test user again to confirm that the password, greeting, and conversation version specified for the user are working properly. Confirm that the user inherited the correct class of service by testing any applicable features by phone.

d. Sign in to the Cisco Personal Communications Assistant (PCA) as the test user. If you gave the test user the required COS rights, confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

31. If any users will have access to the Connection web tools or will use an IMAP email client to access or send Connection messages: If you have not done so already as part of Task 30., secure Cisco PCA and IMAP access to Connection. See the "Securing Cisco PCA and IMAP Email Client Access to Cisco Unity Connection" section in the "Configuring SSL in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

32. Connection 8.5 and Later Only—If any users will be configured for unified messaging features: Configure unified messaging. See the applicable chapters in the Unified Messaging Guide for Cisco Unity Connection. Unified messaging features include:

•Access to Exchange email by using text to speech (TTS).

•Access to Exchange calendar and contacts.

•Synchronization of Connection and Exchange mailboxes (single inbox).

•Announcements of MeetingPlace meetings.

•MeetingPlace scheduling and joining.

SpeechView transcription, also a component of unified messaging, is discussed in a later task.

Use the high-level task list in this section to install the Cisco Unity Connection 8.x system correctly with a Connection cluster configured. The tasks reference detailed instructions in the Installation Guide for Cisco Unity Connection and in other Cisco Unity Connection documentation as noted. Follow the documentation for a successful installation.

Note If you are installing Connection 8.5 or later as part of Cisco Unified Communications Manager Business Edition 6000, all content in the Connection 8.x documentation set applies to Business Edition 6000 except the following:

•Content that references Connection version 8.0 only.

•Content that references Cisco Unified Communications Manager Business Edition only. (The content applies only to Business Edition version 8.0 and to Business Edition 5000 versions 8.5 and later.)

The task list leads you through the complete installation of the Cisco Unity Connection system—from installing and configuring the Connection servers; to populating the Connection system with user and call management data; to setting up optional features, such as using IMAP clients to access voice messages; to backing up Connection data. The information and settings that you enter on the publisher server are replicated to the subscriber server.

If you are using networking to connect one or more Connection clusters to the network, set up the clusters first, then set up networking. For the first cluster, do the tasks in Parts 1 through 6. For subsequent clusters, do the tasks in Part 1 and Parts 3 through 6. Then continue with Part 7 and the remainder of the list.

Some of the tasks apply only to specific situations, and are noted as such. If a task does not apply to your situation, skip it.

3. If you are installing the Connection publisher or subscriber server on a virtual machine (Connection 8.0(2) and later only): In the Cisco Unity Connection 8.x Supported Platforms List, in the table of virtualization specifications, determine which VMware configuration you want to deploy on the virtual machines, based on the maximum number of ports and the maximum number of users. Then make note of the VMware OVA template that corresponds with that configuration. The document is available at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/supported_platforms/8xcucspl.html.

Caution If you are installing both the publisher and subscriber servers on virtual machines, you must use the same VMware configuration for both servers.

4. If you are installing the Connection publisher or subscriber server on a virtual machine (Connection 8.0(2) and later only)—optional: Download the VMware OVA template that you identified in Task 3. See the "Installing Cisco Unity Connection for the First Time on a Virtual Machine" section in the applicable Release Notes for Cisco Unity Connection at http://www.cisco.com/en/US/products/ps6509/prod_release_notes_list.html.

You can also manually configure virtualization; if you prefer that option, you do not need the OVA template.

Note Information on downloading a VMware OVA template appears in the Release Notes for Cisco Unity Connection for versions 8.0(2) and later.

5. If you are installing the Connection publisher server on a virtual machine (Connection 8.0(2) and later only): Provision the physical host on which the Connection publisher virtual machine will be installed, according to the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

6. If you are installing the Connection publisher server on a virtual machine and you downloaded the VMware OVA template in Task 4. (Connection 8.0(2) and later only): Deploy the template, which creates a virtual machine and configures it.

If you are installing the Connection publisher server on a virtual machine and you did not download the VMware OVA template in Task 4.: Create a virtual machine for the Connection publisher server and configure the virtual machine hardware properties to match the settings in the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

8. If you are installing the Connection publisher server on a virtual machine (Connection 8.0(2) and later only): In the VMware vSphere Client, configure the virtual disks that are assigned to the Connection virtual machine in independent-persistent mode. This provides the best storage performance.

12. If you installed Japanese and you want Cisco Unity Connection Administration to be localized: Download and install the Cisco Unified Communications Manager Japanese locale on the publisher server. See the "Locale Installation" section in the "Software Upgrades" chapter of the applicable Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

13. If you installed additional languages and you want the Cisco Personal Communications Assistant to be localized: Download and install the corresponding Cisco Unified Communications Manager locales on the publisher server. See the "Locale Installation" section in the "Software Upgrades" chapter of the Cisco Unified Communications Operating System Administration Guide at http://www.cisco.com/en/US/products/sw/voicesw/ps556/prod_maintenance_guides_list.html.

Caution We recommend not to use "ciscounity" keyword in the hostname of the publisher and subscriber in a cluster to avoid cluster installation issues.

17. If you are installing the Connection subscriber server on a virtual machine (Connection 8.0(2) and later only): Provision the physical host on which the Connection subscriber virtual machine will be installed, according to the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

18. If you are installing the Connection subscriber server on a virtual machine and you downloaded the VMware OVA template in Task 4. (Connection 8.0(2) and later only): Deploy the template, which creates a virtual machine and configures it.

If you are installing the Connection subscriber server on a virtual machine and you did not download the VMware OVA template in Task 4.: Create a virtual machine for the subscriber server and configure the virtual machine hardware properties to match the settings in the "Requirements for Installing a Cisco Unity Connection Virtual Machine" section in System Requirements for Cisco Unity Connection Release 8.x at http://www.cisco.com/en/US/docs/voice_ip_comm/connection/8x/requirements/8xcucsysreqs.html.

20. If you are installing the Connection subscriber server on a virtual machine (Connection 8.0(2) and later only): In the VMware vSphere Client, configure the virtual disks that are assigned to the Connection virtual machine in independent-persistent mode. This provides the best storage performance.

23. If you are using languages other than English-United States: On the subscriber server, install the same Connection language files that you installed in Task 11.

24. If you installed Japanese and you want Cisco Unity Connection Administration to be localized: On the subscriber server, install the Cisco Unified Communications Manager Japanese locale that you installed in Task 12.

25. If you installed additional languages and you want the Cisco Personal Communications Assistant to be localized: On the subscriber server, install the same Cisco Unified Communications Manager locales that you installed in Task 13.

Note From now on, the information and settings that you enter on the publisher server are replicated to the subscriber server.

31. If you are using the Custom Keypad Mapping tool: On the publisher server, edit the key mappings that are associated with the custom keypad mapping conversations, as applicable. See the "Custom Keypad Mapping Tool in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

32. For the following defaults that you reviewed in Task 30., make changes or create new ones, as applicable, on the publisher server:

b. On the publisher server, add a Connection user account to use as a test account. See the "Adding Cisco Unity Connection Accounts Individually" chapter of the User Moves, Adds, and Changes Guide.

c. Use the phone to sign in to Connection as the test user, record a name, and set a phone password. Hang up.

d. Call Connection and sign in as the test user again to confirm that the password, greeting, and conversation version specified for the user are working properly. Confirm that the user inherited the correct class of service by testing any applicable features by phone.

e. Sign in to the Cisco Personal Communications Assistant (PCA) as the test user. If you gave the test user the required class-of-service rights, confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

f. Make corrections to the system configuration as necessary.

g. On the subscriber server, confirm that the test user and recorded name have been replicated.

h. In Cisco Unity Connection Serviceability on the Cluster Management page, change the status of the subscriber server to Primary. See the "Manually Changing Server Status" section in the "Administering a Cisco Unity Connection 8.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

i. Change the status of the publisher server (which should now have Secondary status) to Deactivated. See the "Manually Changing Server Status" section in the "Administering a Cisco Unity Connection 8.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

j. Call Cisco Unity Connection and sign in as the test user again to confirm that the call connects correctly to the subscriber server when it has Primary status. Confirm that the password, greeting, and conversation version specified for the user are working properly. Confirm that the user inherited the correct class of service by testing any applicable features by phone.

k. Sign in to the Cisco PCA as the test user. Confirm that you can browse from the Cisco PCA Home page to the applicable web tools.

l. Make corrections to the system configuration as necessary.

m. In Cisco Unity Connection Serviceability on the Cluster Management page, activate the publisher server. See the "Manually Changing Server Status" section in the "Administering a Cisco Unity Connection 8.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

n. Change the status of the publisher server to Primary. See the "Manually Changing Server Status" section in the "Administering a Cisco Unity Connection 8.x Cluster" chapter of the Cluster Configuration and Administration Guide for Cisco Unity Connection.

40. If any users will have access to the Connection web tools or will use an IMAP email client to access or send Connection messages: If you have not done so already as part of Task 39., secure Cisco PCA and IMAP access to Connection. See the "Securing Cisco PCA and IMAP Email Client Access to Cisco Unity Connection" section in the "Configuring SSL in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

41. Connection 8.5 and Later Only—If any users will be configured for unified messaging features: Configure unified messaging. See the applicable chapters in the Unified Messaging Guide for Cisco Unity Connection. Unified messaging features include:

–access to Exchange email by using text to speech (TTS).

–access to Exchange calendar and contacts.

–synchronization of Connection and Exchange mailboxes (single inbox).

–announcements of MeetingPlace meetings.

–MeetingPlace scheduling and joining.

SpeechView transcription, also a component of unified messaging, is discussed in a later task.

42. Connection 8.0 Only—If any users will have access to calendar informationor to Exchange contacts: Configure the integration. See the "Creating Calendar Integrations with Cisco Unity Connection 8.0" chapter of the System Administration Guide.

48. If any administrators or users will have access to the Cisco Unity Connection Broadcast Message Administrator: Set it up. See the "Setting Up Broadcast Messaging in Cisco Unity Connection 8.x" chapter of the System Administration Guide.

49. If any administrators or users will need access to the Cisco Unity Greetings Administrator to manage greetings over the phone: Set it up. See the "Setting Up the Cisco Unity Greetings Administrator" section in the "Managing Recorded Greetings and Recorded Names in Cisco Unity Connection 8.x" chapter of the System Administration Guide.